Associate Data Analyst

Fidelity International; Gurugram District; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Fidelity International in Gurgaon invites an Associate Data Analyst to join the IM Research Specialist Team. You will build data-driven tools, dashboards and automated processes to support investment research and decision making.

The role requires a quantitative degree, 2–5 years in data management in finance, and strong Excel (VBA) and Python skills. Knowledge of SQL and BI tools such as PowerBI or Tableau is a plus.

Qualifications

• Graduate or post-graduate in a quantitative discipline.
• 2-5 years of data management experience in finance preferred.
• Advanced Excel with VBA is required.
• Proficiency in Python; data visualization skills added plus.
• Experience with SQL and data visualization tools like Power BI or Tableau is a plus.

Responsibilities

• Develop automated investment tools to boost analyst/PM productivity.
• Collate and present data with user-friendly visuals for internal use.
• Create dashboards using internal/external data and produce periodic reports.
• Maintain charts and packs for the Equities core portfolio.
• Participate in trade idea discussions and track trades.
• Handle other data management tasks as needed.

Skills

Strong analytical skills

Strong numerical skills

Strong coding skills

Effective oral and written comms

Meticulous attention to detail

Passion for markets

Strong team player

Education

Graduate / Post-graduate in a quantitative discipline (Engineering, Mathematics, Statistics, etc.)

Tools

Excel VBA

Python

SQL

PowerBI

Tableau

Job description

Associate Data Analyst

About the Opportunity

Job Type: Permanent

Application Deadline: 08 November 2026

Title: Associate Data Analyst

Department: IM Research Specialist Team

Location: Gurgaon (India)

Reports To: Team Manager

About Fidelity International

We’re proud to have been helping our clients build better financial futures for over 50 years. We achieve this by working together and supporting one another across our global business. Join our team and be part of something bigger.

Fidelity International offers world-class investment solutions and retirement expertise. We are a privately owned, independent company with the commitment and resources to provide the investment expertise, technology and service innovation needed to help our clients achieve their financial goals. Our people are passionate, engaged, smart and curious, and we give them the independence and the confidence to make a difference. While we take pride in our investment solutions and client service excellence, we know we can always do better. We are honest, respectful and make tough calls, challenging the status quo to achieve better outcomes through innovation. Above all else, we always put our clients first.

Department Description

Investment Research Support department is based out of two locations - Gurgaon, India and Dalian, China. The department provides fundamental research support (building financial models, maintaining industry databases, and conducting Industry and company analysis) to all FIL Equity and Credit analysts and select Portfolio Managers. This allows analyst teams to cover a higher number of stocks/credits, respond faster to corporate developments, dig deeper into investment issues, and manage coverage gaps. Additionally, the team has Data intelligence capabilities which have allowed FIL Research to build proprietary data series, add analysis layer over Research IT tools and do custom quant work for analysts and PMs. The team is also looked upon as a talent nursery for sourcing future Fidelity analysts.

Purpose of the Role

The role supports Fidelity’s investment professionals by using data, analytics and automation to improve the efficiency and effectiveness of the investment research and decision‑making process. The individual will develop investment tools, screens, dashboards and data-driven analysis that help analysts and Portfolio Managers access relevant information, identify investment insights and make more informed decisions.

Key Responsibilities

• Develop automated investment tools designed to improve analyst/PM productivity. for example, automated relative valuation charts for a set of bonds
• Collate, compile, mine and present a broad range of data for internal purposes, primarily focussed on investment management process inputs. Create effective but user-friendly visual depictions for the same
• Create bespoke investment screens and dashboards using internal and external data sources, and prepare periodic reports based on them. These will typically capture fundamental, valuation and technicals.
• Maintaing and producing charts and packs for the Equities core portfolio
• Attending team discussions on trade ideas and trade tracking
• Other data management tasks, as needed

Experience and Qualifications Required

• Graduate / Post-graduate in a quantitative discipline (Engineering, Mathematics, Statistics, etc.)
• 2-5 years prior experience in a data management role, preferably in the financial domain.
• Advanced knowledge of Excel with proficiency in VBA Macro programming is a must.
• Proficiency in Python programming is a must; exposure to data visualization tools in Python is an added plus.
• Exposure to SQL or other database query tools would an added plus.
• Exposure to visualization tools such as PowerBI, Tableau, etc would be an added plus.

Desired Qualities

• Strong analytical and numerical skills
• Strong coding skills
• Strong Excel skills, including VBA, charting and macro writing, with ability to handle a large amount of structured and unstructured data
• Meticulous attention to detail
• Passion for markets
• Familiarity with financial data and capital markets terminology, with competence with some financial database such as Bloomberg, FactSet, Datastream, etc
• Effective oral and written communication skills
• Strong team player

Feel rewarded: For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work - finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team.

For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

Experience Level Mid Level